MONTAG A & ASSOCIATES INC

Position in WPC — W. P. Carey Inc.

CIK 829407 ATLANTA, GA

Position in WPC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$27,885

+$1,381 QoQ

Shares Held

390

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#778

of 890 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $27,885 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WPC	W. P. Carey Inc. This page	390	$27,885

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,885	390	0.0%	Shares	Sole	2026-08-05
2026-03-31	$26,504	390	0.0%	Shares	Sole	2026-04-29
2025-12-31	$25,100	390	+5.4%	Shares	Sole	2026-02-02
2025-09-30	$25,000	370	0.0%	Shares	Sole	2025-11-12
2025-06-30	$23,080	370	0.0%	Shares	Sole	2025-08-07
2025-03-31	$23,350	370	-35.1%	Shares	Sole	2025-05-05
2024-12-31	$31,053	570	0.0%	Shares	Sole	2025-01-30
2024-09-30	$35,511	570	0.0%	Shares	Sole	2024-11-05
2024-06-30	$31,378	570	0.0%	Shares	Sole	2024-07-31
2024-03-31	$32,170	570	-34.5%	Shares	Sole	2024-05-07
2023-12-31	$56,384	870	+52.6%	Shares	Sole	2024-02-07
2023-09-30	$30,825	570	0.0%	Shares	Sole	2023-11-09
2023-06-30	$38,509	570	0.0%	Shares	Sole	2023-08-09
2023-03-31	$44,146	570	0.0%	Shares	Sole	2023-05-11
2022-12-31	$44,545	570	0.0%	Shares	Sole	2023-02-02
2022-09-30	$39,785	570	0.0%	Shares	Sole	2022-11-09
2022-06-30	$47,230	570	0.0%	Shares	Sole	2022-08-10
2022-03-31	$46,078	570	0.0%	Shares	Sole	2022-05-02
2021-12-31	$46,768	570	0.0%	Shares	Sole	2022-02-09
2021-09-30	$41,632	570	0.0%	Shares	Sole	2021-11-08
2021-06-30	$42,533	570	0.0%	Shares	Sole	2021-08-03
2021-03-31	$40,333	570	0.0%	Shares	Sole	2021-05-14
2020-12-31	$40,230	570	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.